Estate Organization & Records Archives

Additional Resources for Executors

Estate administration involves much more than probate filings and financial responsibilities. Executors may need to organize the estate, locate assets, notify institutions, open an estate account, maintain records, manage personal property, coordinate cleanout and liquidation, preserve family materials, and ultimately make distributions to beneficiaries. Additional Resources helps executors see the tools, products, services, organizations, and

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Begin the Estate Strong – PALS’ 3 Foundations for Executors

Estate Administration | Executor Organization | Estate Team | Professionals of After Loss Services | Estate Talks Most executors begin an estate with more questions than answers. There may be property to secure, documents to locate, accounts to identify, family members to communicate with, professionals to contact, and decisions that have never come up before.

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Is There a National Standard for Estate Accounting?

Estate-accounting requirements are primarily governed by state probate law, court rules, court orders, and the terms of the will. As a result, no single bookkeeping format is mandatory for every estate in the United States. However, a nationally developed framework provides useful guidance for executors, attorneys, accountants, courts, and beneficiaries. The central expectation is that

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Preventing Deceased Identity Theft: A First Step for Every Executor

After his mother passed away, David was appointed executor of her estate. Like many first-time executors, he focused on immediate priorities—funeral arrangements, securing the home, and starting the probate process. About three months later, he began receiving credit card statements in his mother’s name. At first, he assumed they were existing accounts he hadn’t yet

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Sunset – Decedent Account Search Tool

Sunset: A Practical Tool for Executors When someone dies, executors face an immediate problem: they must settle an estate without knowing where all accounts, assets, and obligations are located. Bank accounts, credit cards, insurance policies, and property are often scattered across institutions and records. Sunset (available at HelloSunset.com) was built to address this exact reality.

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American Bar Association Guidelines for Individual Executors & Trustees

Executor Guidelines | 5-minute read Real Property, Trust and Estate Law Section | Executors & Trustees | ABA ABA Guidelines for Individual Executors & Trustees Click HERE for Full Document. Summary: The American Bar Association is a membership association of attorneys. Founded in 1878, the ABA is the oldest professional association for attorneys in the

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From Bankrate.com: What happens to a bank account when someone dies?

Recommended Reading From the Bankrate.com What happens to a bank account when someone dies? Written by Karen Bennet Published Sept 16, 2020 This article addresses questions relating to… What if you’re a signer on a joint account? What if the decedent account holder did not name a Payable on Death or Transferable on Death designee?

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What is The Estate Registry?

Company Profile: The Estate Registry The Estate Registry is a provider of Estate Planning and After-Loss services. Three core segments compile the scope of what The Estate Registry provides. LegacyNOW is a digital estate planning and lifecycle management platform. NotifyNOW notifies an individual’s passing to creditors, subscription services, and loyalty programs, etc. via a secure

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Executor Road: Managing the Estate Like a Business

Poof! You’re an Executor. That is to say, suddenly you’re the President and CEO of an estate. You are a fiduciary, which means you have a financial responsibility to the shareholders, excuse me – stakeholders, or rather, the heirs. A list of projects awaits your direction. You likely have subcontractors to vet and hire (Attorney,

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The Estate Walkthrough Video

Capturing a “State of the Property and Contents” video immediately after death can create a valuable record for executors. You think you’re going to remember. You’re not going to remember. A video walkthrough can serve as a baseline for the state of the property received by the estate at the time of death. It can

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The Estate Cleanout Checklist

The Estate Cleanout checklist highlights many of the dynamics of what’s in play when undertaking a cleanout. It can be one of the most difficult challenges facing the family of a decedent. Whether you DIY or get help from a professional cleanout company, the job can take a lot of time and get complicated. There

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Bring the Supplies for the Estate Cleanout

Ready to dive in? Let’s be efficient about it. No runs to the store for X, Y, or Z. Prepared with the right supplies for the estate cleanout, will make the job easier, more organized, and less painful. Estate Cleanout | 5-minute read Supplies you need for an estate cleanout | Organization| Estate Administration

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RESOURCES FOR EXECUTORS AND ESTATES

Estate Organization & Records